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Valero Energy Corporation shares owned by Holistic Planning

Quarter-by-quarter ownership of Valero Energy Corporation (VLO) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Valero Energy Corporation

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All positions including Valero Energy Corporation held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valero Energy Corporation by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $402k 2.4k 170.24
2025-06-30 $316k 2.4k 134.44
2024-06-30 $238k 1.4k 170.71
2024-03-31 $238k 1.4k 170.71

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Top funds holding Valero Energy Corporation

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
FMR
Ameriprise Financial
Franklin Resources
Barclays
Invesco
Northern Trust
Susquehanna International
Dimensional Fund Advisors
Bank of New York Mellon

View all funds holding Valero Energy Corporation